September 11, 2022
Are Concentrated Small Cap Portfolios Superior?
Our portfolio size and reporting season results (Sep-22)
March 15, 2022
A Rod Tidwell Market
“Show me the money!” (Mar-22)
September 22, 2021
A Reporting Season All About Growth
Quality businesses heading in the right direction (Sep-21)
August 31, 2020
A most unusual reporting season
Perspectives on 2020 ASX reporting season from the Longwave team. (Aug-20)
July 20, 2019
The link between valuation and momentum
Reporting seasons bring surprises – but by definition we don’t know where. (Jul-19)